Charter Financial Planning is a member of the AMP Group. The AMP Group includes companies formerly part of the Australian and New Zealand operations of AXA Asia Pacific Holdings Limited.
Charter Financial Planning is one of Australia’s leading financial planning organisations and has been operating since 1996. Charter Financial Planning holds an Australian Financial Service Licence for providing both personal and general advice and can offer a range of financial services that are listed within this FSG.
Charter Financial Planning is a Professional Partner of the Financial Planning Acssociation (FPA) and is fully committed to the FPA's Code of Ethics and Rules of Professional Conduct. Charter Financial Planning is also a Corporate Member of the Association of Financial Advisers (AFA).
Charter Financial Planning Limited ABN 35 002 976 294
Licence No. 234665
Level 9 750 Collins Street, Docklands, Victoria 3008
